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Elmwood Wealth Management, Inc.: D position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elmwood Wealth Management, Inc. on D, newest first. How the timeline and the estimate are built.

Elmwood Wealth Management, Inc. held 17,391 D shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,391 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $1,052,478.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,392 shares
    Change vs previous 13F -67 shares

    0.3% of the 13F portfolio, value $1,187,671.

    13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 17,459 shares
    Change vs previous 13F +20 shares

    0.3% of the 13F portfolio, value $1,079,316.

    13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 17,439 shares
    Change vs previous 13F +25 shares

    0.32% of the 13F portfolio, value $1,021,726.

    13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 17,414 shares
    Change vs previous 13F +190 shares

    0.38% of the 13F portfolio, value $1,065,188.

    13F-HR 0001731927-25-000006 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 17,224 shares
    Change vs previous 13F +19 shares

    0.39% of the 13F portfolio, value $973,476.

    13F-HR 0001731927-25-000003 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 17,205 shares
    Change vs previous 13F -74 shares

    0.4% of the 13F portfolio, value $964,685.

    13F-HR 0001731927-25-000002 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 17,279 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $930,647.

    13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).